Anthony Chan
Anthony Chan
consumer dissecting expected fairly inventory markets nervous next prospects quarter risk slower spending stronger
I think the risk is the downside, not the upside, ... I think the markets are fairly nervous about the prospects for growth. They're going to be dissecting the number. If we have slower than expected consumer spending and stronger than expected inventory growth, that's not going to bode well for the next quarter or so.
collapse consumer moderation
We will see a moderation ? but not a collapse ? in consumer spending,
consumer growth last next outside weaker year
Outside of energy, the consumer is fine. That's why growth this year will be weaker than last year, and it will be weaker next year than this year.
appears consumers eating economic feeling general good job level people rising security spending though
It appears as though the level of job security is rising and that's a very encouraging thing to consumers, ... Consumers are spending more on general merchandise as well as on eating out. People don't go out to restaurants a lot if they're not feeling good about their economic situation.
barrel consumer creating economy impact jobs masks tolerate
When the economy is creating 200,000 new jobs a month, we can tolerate $65 to $70 a barrel oil. It masks the impact on consumer confidence.
consumer delivering extent good increase movements news rate rather report sentiment
To the extent that consumer sentiment reacts to movements in the unemployment rate rather than the meager increase in non-farm payrolls, we have to take this ... report as delivering good news to the troops.
abroad attacks cannot consumers deeply fact further officials rule uncertain
The fact that U.S. officials cannot rule out further attacks will keep consumers here and abroad in a deeply uncertain state.
challenges confidence consumer continue economy labor market numbers pose quarter serious soft
We still have a labor market that's deteriorating, and today's numbers epitomize that. We're going to continue to see deterioration, which will pose serious challenges to consumer confidence and keep the economy soft for another quarter or two.
coming consumer fourth growth percent rest spending
We're coming off 6 percent consumer spending growth in the fourth quarter, and that's going to moderate. It's not going to collapse, but see we spending in the neighborhood of 2 to 3 percent for the rest of the year.
average based bit conclude consumer credit difficult
Based on these trends, it is not too difficult to conclude that the average consumer is probably a bit overextended from a credit standpoint,
clear consumers given mostly net oil percent prices producers wealth
Given that we import more than 50 percent of our oil consumption from abroad, it is clear that as these prices rise, we are essentially transferring net wealth from U.S. consumers to oil producers that are mostly located overseas.
certain confidence consumer hence shutting terrible tragedy
This terrible tragedy is certain to severely dampen consumer confidence and hence have the possibility of shutting down the consumer.
against betting consumer losing
Betting against the U.S. consumer is always a losing bet.
bit consumer effect equity higher markets positively react turn wealth
As the equity markets react positively to this change, we get a bit of a positive wealth effect which in turn should induce higher consumer spending.